QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,357 hedge funds and large institutions have $42.7B invested in iShares MSCI USA Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 612 increasing their positions, 413 reducing their positions, and 40 closing their positions.

Holders
1,357
Holders Change
+77
Holders Change %
+6.02%
% of All Funds
19.63%
Holding in Top 10
231
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.7%
% of All Funds
3.34%
New
136
Increased
612
Reduced
413
Closed
40
Calls
$2.89M
Puts
$897K
Net Calls
+$1.99M
Net Calls Change
-$639K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.84B
2
LPL Financial
2
LPL Financial
California
$2.64B
3
OWM
3
Orgel Wealth Management
Wisconsin
$222M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.12B
5
HI
5
Horizon Investments
North Carolina
$441M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$13.1M
2
BlackRock
2
BlackRock
New York
$843M
3
LWM
3
Liberty Wealth Management
California
$20.6M
4
SFC
4
Strategic Financial Concepts
Texas
$496K
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LCWP
1076
Legacy Capital Wealth Partners
Arkansas
$312K 1,746 +1,746 New
GGS
1077
Galvin Gaustad & Stein
Arizona
$311K 1,734 +84 +5%
TA
1078
TKG Advisors
Indiana
$310K 1,728 -59 -3%
CWM
1079
Congress Wealth Management
Massachusetts
$308K 1,719 +474 +38%
SC
1080
Solstein Capital
California
$305K 1,702 – –
Financial Engines Advisors
1081
Financial Engines Advisors
California
$303K 1,688 -593 -26%
CIP
1082
Capital Insight Partners
Arizona
$303K 1,688 +1,688 New
WFAG
1083
Wescott Financial Advisory Group
Pennsylvania
$302K 1,685 +82 +5%
PWP
1084
Principle Wealth Partners
Connecticut
$300K 1,674 – –
GI
1085
GAMMA Investing
California
$299K 1,670 +58 +4%
LFAS
1086
Level Four Advisory Services
Texas
$299K 1,695 -181 -10%
HWA
1087
HHM Wealth Advisors
Tennessee
$298K 1,660 – –
KFC
1088
Klingenstein Fields & Co
New York
$297K 1,658 – –
AL
1089
Aspiriant LLC
California
$295K 1,644 – –
RWM
1090
Ritholtz Wealth Management
New York
$293K 1,632 – –
SAM
1091
Strategy Asset Managers
California
$293K 1,632 -177 -10%
SFS
1092
Sharp Financial Services
Pennsylvania
$291K 1,621 +1,621 New
AT
1093
Arlington Trust
Alabama
$290K 1,615 -55 -3%
GC
1094
Grimes & Company
Massachusetts
$289K 1,612 +5 +0.3%
RZH
1095
Relyea Zuckerberg Hanson
Connecticut
$289K 1,611 – –
TWM
1096
Tolleson Wealth Management
Texas
$288K 1,607 – –
PS
1097
Planned Solutions
California
$288K 1,606 – –
Neuberger Berman Group
1098
Neuberger Berman Group
New York
$286K 1,595 +358 +29%
BWL
1099
Beacon Wealthcare LLC
North Carolina
$286K 1,595 +1,595 New
CA
1100
Cambridge Advisors
Nebraska
$285K 1,591 +4 +0.3%
42 43
44
45 46